Browsing Tag
william smead
136 posts
U.S. Stock Market on the “Edge of Tomorrow”
by William Smead, Smead Capital Management Recently we heard a market prognosticator declare that we could have a…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
The Internet is Brutally Efficient and Totally Agnostic
by William Smead, Smead Capital Management On my way home from work recently my progress was impinged by…
Forget 2008 While Avoiding Popularity
by William Smead, Smead Capital Management We continue to be encouraged by the endless interest in doomsday writing…
The Over-Capitalization Curse
by William Smead, Smead Capital Management At Smead Capital Management we are conscious of the few, but significant…
Bill Smead: "I Love Technology, but I Love LaFawnduh More"
by William Smead, Smead Capital Management The first time I saw the movie, Napoleon Dynamite, I walked out…
Hangman: The ETF Revolution
by William Smead, Smead Capital Management Financial innovation in the investment business is, in our opinion, sometimes just…
William Smead: High and Sustainable Profitability
by William Smead, Smead Capital To understand our third criteria for selecting stocks, you need to imagine athletes…
William Smead: Wise or Foolish?
by William Smead, Smead Capital Management Warren Buffett says, “What the wise man does in the beginning, the…
William Smead: EM Misery and US Large-Cap Euphoria
by William Smead, Smead Capital Management Many investors are wondering why emerging stock market misery currently equates to…
William Smead: Do China Insider Transactions Lie?
by William Smead, Smead Capital Management In our business, we like to say that insider transactions never lie.…
Dreman and Lorde: We Will Never Be Royals
by William Smead, Smead Capital Management In his 1980 book, Contrarian Investment Strategy, David Dreman opens with an…
Bill Smead: David (Active Management) vs. Goliath (Passive Indexes)
by William Smead, Smead Capital Management Malcolm Gladwell is a fantastic writer and his new book, David and…
William Smead: Dream to Outperform the Market
by William Smead, Smead Capital Management If you dream about investment market outcomes which are already popular in…
William Smead: The Thermometer of the Stock Market
by William Smead, Smead Capital Management As long-duration owners of common stock, we believe it is the wealth…
The Underperformance Culprit: Active Management or Active Managers?
by Tony Scherrer, CFA, Director of Research & Portfolio Manager, Smead Capital Management Each year we are reminded…
